American Association of Attorney-Certified Public Accountants
American College of Trust and Estate Counsel (ACTEC) – Fellow. The American College of Trust and Estate Counsel is a professional association consisting of approximately 2,700 highly regarded lawyers from throughout the United States. Fellows of the College are elected by the membership at large.
American Bar Association
American Institute of Certified Public Accountants.
San Mateo County Bar Association
California Society of Certified Public Accountants
Special Licenses/Certifications:
California Board of Legal Specialization – Certified Specialist in Estate Planning, Probate and Trust Law., 2010
Certified Public Accountant - California Board of Accountancy, 1994
Honors/Awards:
AVVO Rated Top Lawyer - Superb, 2012 - 2024
America's Most Honored Lawyers-Top 1%, 2016 - 2024
Bar Register of Preeminent Lawyers, 2015 - 2024
Lawyers of Distinction, 2024
America's Top 50 Lawyers Estates and Trusts, 2024
AV® Preeminent™ rating by Martindale.com, 2013 - 2024
"Top 100" Super Lawyer, San Francisco Magazine, 2013
Northern California Super Lawyer recognition, San Francisco Magazine, 2013 - 2024
Fellow, The American College of Trust and Estate Counsel (ACTEC)
Selected by the Probate Judge for the San Mateo County Superior Court to serve on its 2004 “Bench-Bar Committee” to revise San Mateo County Local Probate Rules., 2004
Selected by the Presiding Judge for the San Mateo County Superior Court to serve on its Independent Counsel Panel for Probate, Trust and Conservatorship matters., 2005
Educational Background:
California Polytechnic State University, San Luis Obispo, B.S., magna cum laude., 1991
Scholarly Lectures/Writings:
San Mateo County Bar Association - “Estate and Gift Tax Planning Under the 2010 Tax Relief Act." , Lecturer, 2011
Continuing Education of the Bar, “IRA's, Pension Plans & Other Retirement Benefits.” , Lecturer and Moderator, 2013
San Mateo County Bar Association - “Who Needs a Living Trust and Who Should Prepare It., Lecturer, 2005
Barulich Dugoni MCLE, “Changes in Title Requiring Reassessment for CA Property Tax.”, Lecturer, 2014
The State Bar of California - 88th Annual Meeting - "Recent Developments in Trust & Estate Law" Lecturer, 2015